Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Ireland

RevenueBase identified 178 asset and wealth management consulting firms headquartered in Ireland as of September 2026 and tracks 3,299 professional contacts across them, including 1,500 with verified work emails. Dublin is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Ireland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
178Companies
3,299Contacts tracked
1,500Verified emails
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The 25 largest asset and wealth management consulting firms based in Ireland

Ranked by team size
Top 25 of 178 asset and wealth management consulting firms based in Ireland, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDublin 2, IrelandHQ checked Sep 21, 2026501-1,000970 contacts →

Indirect evidence

“About Us From day one, you’ll notice there is something special about working at Davy.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceLetterkenny, IrelandHQ checked Sep 21, 202651-200424 contacts →

Indirect evidence

“Do you imagine yourself in a career where you can balance your work life with your personal life?”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceDublin City, IrelandHQ checked Sep 21, 2026201-500195 contacts →

Indirect evidence

“Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceDublin, IrelandHQ checked Sep 21, 20261,001-5,000178 contacts →

Indirect evidence

“Dublin Ireland”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceSandyford, IrelandHQ checked Sep 21, 2026201-500136 contacts →

Indirect evidence

“We are Unio, an established financial Services business backed by Great-West Lifeco.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidenceDublin, IrelandHQ checked Sep 21, 202651-200110 contacts →

Strong evidence

“Fairstone Ireland is dedicated to providing intelligent wealth management solutions and strategies to make financial dreams a reality.”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidenceDublin, IrelandHQ checked Sep 21, 202651-20094 contacts →

Strong evidence

“One of Ireland’s leading wealth managers, we are now also one of the largest, with the acquisition of Investec’s Irish wealth management business making us the third largest in…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceNenagh, IrelandHQ checked Sep 21, 202651-20065 contacts →

Indirect evidence

“Founded in 2015, SYS Financial is an award-winning financial advisory firm and one of Ireland’s leading providers of tailored financial solutions for employers, individuals…”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceDublin, IrelandHQ checked Sep 21, 20261,001-5,00059 contacts →

Partial evidence

“Fisher Investments Ireland offers discretionary investment management services tailored to your long-term goals and outsources portfolio strategy decision-making to Fisher…”

Source: RevenueBase Database · checked Sep 21, 2026
10Strong evidenceDublin, IrelandHQ checked Sep 21, 2026501-1,00053 contacts →

Strong evidence

“AIB Private Banking is a bespoke wealth management and private banking service offering tailored solutions to meet your private banking and investment requirements.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceSandyford, IrelandHQ checked Sep 21, 2026n/a52 contacts →

Indirect evidence

“We develop lasting financial relationships Based in Sandyford, Dublin 18 we provide the best financial solutions for our clients.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceBallsbridge, IrelandHQ checked Sep 21, 202651-20025 contacts →

Indirect evidence

“Harvest Financial Services Limited ("Harvest") is one of Ireland’s leading financial advisory firms.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceDublin 2, IrelandHQ checked Sep 21, 202611-5025 contacts →

Indirect evidence

“Cohen & Company Financial Limited ("Cohen & Company") is a full-service investment bank offering tailored solutions to financial institutions as well as middle-market and…”

Source: RevenueBase Database · checked Sep 21, 2026
14Strong evidenceBallsbridge, IrelandHQ checked Sep 21, 202611-5021 contacts →

Strong evidence

“Ireland's premier privately-owned wealth manager with €700M in assets under management.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceDublin, IrelandHQ checked Sep 21, 202611-5021 contacts →

Partial evidence

“Walfrid Private specialises in Wealth-Protection -Development -Retention Our success is based on advice that is; Simple, Client focused, Transparent, Holistic Advice is provided…”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceLittle Island, IrelandHQ checked Sep 21, 202611-5018 contacts →

Partial evidence

“Alpha Wealth, established a decade ago in Cork, is one of Ireland’s leading Financial Services Advisors.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceCarrick On Shannon, IrelandHQ checked Sep 21, 20261-1016 contacts →

Partial evidence

Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway.”

Source: RevenueBase Database · checked Sep 21, 2026
18Strong evidenceLimerick, IrelandHQ checked Sep 21, 202611-5016 contacts →

Strong evidence

“Thomond Asset Management was founded in 2009 by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceDublin, IrelandHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

“Worth More.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceDublin, IrelandHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“Founded in 2009, Biograph is a leading, independently owned Irish wealth advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceDun Laoghaire, IrelandHQ checked Sep 21, 202611-5011 contacts →

Partial evidence

“Expert wealth planning advice, intelligent insights, personalised solutions, and a holistic perspective.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceDublin 2, IrelandHQ checked Sep 21, 202611-5010 contacts →

Indirect evidence

“Kestrel is an investment advisory firm where the client relationship is at the centre of our process.”

Source: RevenueBase Database · checked Sep 21, 2026
23Partial evidenceDublin, IrelandHQ checked Sep 21, 20261-1010 contacts →

Partial evidence

“Santiago Investment Advisors (SIA) is a boutique wealth manager based in Dublin and Kildare.”

Source: RevenueBase Database · checked Sep 21, 2026
24Strong evidenceDublin 2, IrelandHQ checked Sep 21, 202611-5010 contacts →

Strong evidence

“Acuvest is an Irish owned, independent advisory firm specialising in wealth management, pensions, and investment advisory services for individuals, companies, charities, and…”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceDublin, IrelandHQ checked Sep 21, 202611-5010 contacts →

Indirect evidence

“In 2024, Finance One became part of LHK Group, a leading financial services firm dedicated to innovation and comprehensive solutions.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 178 asset and wealth management consulting firms based in Ireland

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Asset and wealth management consulting firms based in Ireland at a glance

As of Sep 21, 2026
45.5%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
19.7%Largest-city concentration · Dublin
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
124
11-50
36
51-200
8
201-500
3
501-1,000
3
1,001-5,000
3

Email recency for this list is measured worldwide rather than for Ireland, so it is reported there. Company counts and contact totals on this page are exact for Ireland, over 178 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Ireland whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Ireland are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,500 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset and wealth management consulting firms by metro

  • Asset and wealth management consulting firms in Dublin35

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset and wealth management consulting firms are there based in Ireland?

RevenueBase identified 178 asset and wealth management consulting firms headquartered in Ireland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

DAVY, headquartered in Ireland, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Dublin leads with 35 headquartered companies, followed by Cork (12) and Limerick (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,500 verified decision-maker contacts tracked across these 178 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.